reports
- Mihaly Gajda
MOL exceeds market expectation in Q3 2024 at the level of Clean CCS-ba...
Key Message The company’s Clean CCS EBITDA reached USD 847 mn in Q3 2024, representing a 3% increase QoQ and a 13% decrease YoY, with the prior year impacted by additional taxes. Positive contributions stemmed from seasonal strength in consumer services, higher refined product sales, and slight improvements in waste management and upstream production, while normalizing refining margins, a turnaround-intensive period in downstream, and weak petrochemicals performance impacted the results...
- Julian Dobrovolschi
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
HOT HOCHTIEF AG
GRF GRIFOLS S.A. CLASS A
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
HEN3 HENKEL AG & CO. KGAA PREF
CRG CRH PLC
NEM NEMETSCHEK SE
AMS AMADEUS IT GROUP SA CLASS A
UCG UNICREDIT S.P.A.
LEG LEG IMMOBILIEN AG
INX IMCD N.V.
AUTO AUTO TRADER GROUP PLC
GRF.P GRIFOLS S.A. PREF CLASS B
LDO LEONARDO SPA
AD KONINKLIJKE AHOLD DELHAIZE N.V.
PIRC PIRELLI & C. S.P.A.
RMV RIGHTMOVE PLC
NEXI NEXI S.P.A.
INPST INPOST S.A.
DTG DAIMLER TRUCK
TEN TENARIS S.A.
- Julian Dobrovolschi
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
HOT HOCHTIEF AG
GRF GRIFOLS S.A. CLASS A
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
HEN3 HENKEL AG & CO. KGAA PREF
CRG CRH PLC
NEM NEMETSCHEK SE
AMS AMADEUS IT GROUP SA CLASS A
UCG UNICREDIT S.P.A.
LEG LEG IMMOBILIEN AG
INX IMCD N.V.
AUTO AUTO TRADER GROUP PLC
GRF.P GRIFOLS S.A. PREF CLASS B
LDO LEONARDO SPA
AD KONINKLIJKE AHOLD DELHAIZE N.V.
PIRC PIRELLI & C. S.P.A.
RMV RIGHTMOVE PLC
NEXI NEXI S.P.A.
INPST INPOST S.A.
DTG DAIMLER TRUCK
TEN TENARIS S.A.
- Louis Boujard
- CFA
- Philippe Ourpatian
Verbund : Good performance short term but environment more uncertain l...
>Results broadly in line with our expectations - Verbund’s 9M 2024 results, reported yesterday evening, were in line with our expectations. Given a sharp drop in contractual prices to € 117/MWh (vs around € 170/MWh last year), nine-month EBITDA dropped to € 2.625bn (-26%) vs € 2.637bn forecast. EBIT came in at € 2.003bn (-36%), including asset impairments. On an adjusted basis (excl. impairments), EBIT came to € 2.198bn (-30.1%), in line with our forecasts, at € 2.23...
- Louis Boujard
- CFA
- Philippe Ourpatian
Verbund : Bonne performance à CT mais environnement plus incertain à L...
>Un résultat globalement en ligne avec nos attentes - Verbund a publié hier ses résultats pour les 9M de l'année 2024, qui sont conformes à nos prévisions. Compte tenu d'une forte baisse des prix contractuels à 117 €/MWh (contre environ 170 €/MWh l'année dernière), l'EBITDA des 9 premiers mois est tombé à 2 625 M€ (-26%) contre 2 637 M€ prévus. L'EBIT s'élève à 2 003 M€ (-36%), y compris les dépréciations d'actifs. Sur une base ajustée (hors dépréciation), l'EBIT s'él...
- Benoit Valleaux
- Emira Sagaama
- Steven Gould
SOON SONOVA HOLDING AG
LRC LEGRAND
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
MT ARCELORMITTAL SA
CA CARREFOUR SA
CBK COMMERZBANK AG
SW SODEXO SA
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
TEP TELEPERFORMANCE SE
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
ASM ASM INTERNATIONAL N.V.
NEM NEMETSCHEK SE
RAA RATIONAL AG
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
AUTO AUTO TRADER GROUP PLC
DHER DELIVERY HERO SE
ADYEN ADYEN NV
DTG DAIMLER TRUCK
ARM ARM HOLDINGS PLC
TEN TENARIS S.A.
QGEN QIAGEN N.V.
ALIV SDB AUTOLIV INC.
- Benoit Valleaux
- Emira Sagaama
- Steven Gould
SOON SONOVA HOLDING AG
LRC LEGRAND
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
MT ARCELORMITTAL SA
CA CARREFOUR SA
CBK COMMERZBANK AG
SW SODEXO SA
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
TEP TELEPERFORMANCE SE
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
ASM ASM INTERNATIONAL N.V.
NEM NEMETSCHEK SE
RAA RATIONAL AG
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
AUTO AUTO TRADER GROUP PLC
DHER DELIVERY HERO SE
ADYEN ADYEN NV
DTG DAIMLER TRUCK
ARM ARM HOLDINGS PLC
TEN TENARIS S.A.
QGEN QIAGEN N.V.
ALIV SDB AUTOLIV INC.
- Louis Boujard
- CFA
- Philippe Ourpatian
Verbund : Results in line. Slightly upgraded guidance, as expected
>Results in line confirming good performance to be expected in 2024 - Verbund this morning released its 9M24 results which were in line with our forecast. Given a sharp drop in contracted prices to € 117/MWh (vs c. € 170/MWh last year) 9M EBITDA deceased to € 2,625m (-26%) vs € 2,637m expected. EBIT came in at € 2,003m (-36%) including impairments. On an adjusted basis (excluding impairment) EBIT came in at € 2,198m (-30.1%) in line with our forecast at € 2231m. Adju...
- Louis Boujard
- CFA
- Philippe Ourpatian
Verbund : Results in line. Slightly upgraded guidance, as expected
>Results in line confirming good performance to be expected in 2024 - Verbund this morning released its 9M24 results which were in line with our forecast. Given a sharp drop in contracted prices to € 117/MWh (vs c. € 170/MWh last year) 9M EBITDA deceased to € 2,625m (-26%) vs € 2,637m expected. EBIT came in at € 2,003m (-36%) including impairments. On an adjusted basis (excluding impairment) EBIT came in at € 2,198m (-30.1%) in line with our forecast at € 2231m. Adju...
EQS-News: VERBUND AG: Ergebnis Quartale 1–3/2024: Rückläufige Ergebnis...
EQS-News: VERBUND AG / Schlagwort(e): Quartalsergebnis/9-Monatszahlen VERBUND AG: Ergebnis Quartale 1–3/2024: Rückläufige Ergebnisentwicklung trotz guter Wasserführung und gestiegener Erzeugung aus Wind & PV 07.11.2024 / 07:59 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Das vergangene Quartal 3/2024 war von außergewöhnlichen Wetterbedingungen geprägt, die die klimatischen Veränderungen erneut eindrücklich unter Beweis stellen. In Teilen Österreichs ereigneten sich im September lokale Hochwasserereignisse. Gleichzeitig durchlebten ...
EQS-News: VERBUND AG: Results for quarters 1–3/2024: Decline in earnin...
EQS-News: VERBUND AG / Key word(s): Quarter Results/9 Month figures VERBUND AG: Results for quarters 1–3/2024: Decline in earnings despite good water supply and higher wind and PV output 07.11.2024 / 07:59 CET/CEST The issuer is solely responsible for the content of this announcement. The unmistakeable impact of climate change could be felt yet again in quarter 3/2024, which was marked by extreme weather conditions. Parts of Austria saw localised flooding in September. At the same time, we experienced a hot, dry summer intensified by the exceptionally warm Adriatic Sea, p...
EQS-News: VERBUND AG: Climate Transition Plan published – VERBUND plan...
EQS-News: VERBUND AG / Key word(s): ESG VERBUND AG: Climate Transition Plan published – VERBUND plans to be climate neutral by 2040 and achieve net zero by 2050 24.10.2024 / 11:08 CET/CEST The issuer is solely responsible for the content of this announcement. As a leading Austrian energy company and one of the largest producers of hydroelectricity in Europe, VERBUND is committed to becoming climate neutral by 2040 and achieving net zero greenhouse gas emissions by 2050. With the Climate Transition Plan published today, VERBUND has set a clear path with measurable targets...
EQS-News: VERBUND AG: Climate Transition Plan veröffentlicht - Klimane...
EQS-News: VERBUND AG / Schlagwort(e): ESG VERBUND AG: Climate Transition Plan veröffentlicht - Klimaneutralität bis 2040 und Net Zero bis 2050 24.10.2024 / 11:08 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. VERBUND verpflichtet sich als führendes österreichisches Energieunternehmen und einer der größten Stromerzeuger aus Wasserkraft in Europa zur Erreichung der Klimaneutralität bis 2040 und zu Net-Zero-Treibhausgasemissionen bis 2050. Mit dem heute veröffentlichten Climate Transition Plan stellt VERBUND einen klar festgelegten Weg...
EQS-News: EVN AG: EVN Investor Webcast 2024: Umfangreiche Informatione...
EQS-News: EVN AG / Schlagwort(e): Sonstiges EVN AG: EVN Investor Webcast 2024: Umfangreiche Informationen für Investor*innen und Analyst*innen 02.10.2024 / 16:03 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Die Vorstände der EVN – Stefan Szyszkowitz, CEO, Alexandra Wittmann, CFO und Stefan Stallinger, CTO, – haben heute in einem Webcast vor institutionellen Investor*innen und Analyst*innen ein Update zur Strategie 2030, zum Investitionsprogramm sowie zu den mittelfristigen finanziellen Ambitionen auf Segment- und Konzernebene gegeb...
EQS-News: EVN AG: EVN Investor Webcast 2024: Extensive information for...
EQS-News: EVN AG / Key word(s): Miscellaneous EVN AG: EVN Investor Webcast 2024: Extensive information for investors and analysts 02.10.2024 / 16:03 CET/CEST The issuer is solely responsible for the content of this announcement. Today’s webcast by EVN‘s Executive Board – Stefan Szyszkowitz, CEO, Alexandra Wittmann, CFO and Stefan Stallinger, CTO – provided institutional investors and analysts with an update on the Strategy 2030, the current investment programme, and medium-term financial goals at the segment and group level. Climate change and the resulting effects are f...
- Louis Boujard
- CFA
- Philippe Ourpatian
ODDO : A gradual weaning
‘Soft landing’... the term is in vogue and we think it aptly describes the current situation in the energy market. After a period of “excess profits”, the fundamentals are back in favour and prompt us to revise down our estimates for energy prices. - Alongside renewable energies, pockets of sustainable value creation are emerging for players capable of capitalising on the structural growth in volatility on the electricity markets but which are nonetheless trading at a discount In ...
FP TOTAL SE
EQNR EQUINOR ASA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
GALP GALP ENERGIA SGPS SA CLASS B
FORTUM FORTUM OYJ
EOAN E.ON SE
ENI ENI S.P.A.
ELE ENDESA S.A.
ORSTED ORSTED
RWE RWE AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
REP REPSOL SA
GAS NATURGY ENERGY GROUP S.A.
IBE IBERDROLA SA
BP. BP P.L.C.
SHEL SHELL PLC
UN0 UNIPER SE
- Louis Boujard
- CFA
- Philippe Ourpatian
ODDO : Un sevrage dans la douceur
“Soft landing”… le terme est à la mode et nous pensons qu’il caractérise bien la situation du marché de l’énergie aujourd’hui. Après une parenthèse de « surprofits », les fondamentaux reprennent leur droit et nous conduisent à réviser en baisse nos hypothèses de prix de l’énergie. A côté du renouvelable, des poches pérennes de création de valeur apparaissent pour les acteurs capables de profiter de la croissance structurelle de la volatilité des marchés électriques et qui souffre...
FP TOTAL SE
EQNR EQUINOR ASA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
GALP GALP ENERGIA SGPS SA CLASS B
FORTUM FORTUM OYJ
EOAN E.ON SE
ENI ENI S.P.A.
ELE ENDESA S.A.
ORSTED ORSTED
RWE RWE AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
REP REPSOL SA
GAS NATURGY ENERGY GROUP S.A.
IBE IBERDROLA SA
BP. BP P.L.C.
SHEL SHELL PLC
UN0 UNIPER SE
- Bruno Cavalier
- Louis Boujard
- CFA
- Philippe Ourpatian
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/09/2024
At the 15th edition of our Corporate Conference, hosted jointly by ODDO BHF and Commerzbank, the presenting corporates were still focused on the macroeconomic environment and the related impact on their sectors. Regionally, the US remains resilient at good levels, while China and Europe are lagging behind. Germany in particular is seen as sluggish. Hence, we observed a mixed picture across the 89 companies presenting at our conference. We were positively surprised by statements from a...
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
FORTUM FORTUM OYJ
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
EOAN E.ON SE
ELE ENDESA S.A.
ORSTED ORSTED
SAN SANOFI
VER VERBUND AG CLASS A
ENEL ENEL SPA
01913 PRADA S.P.A.
GAS NATURGY ENERGY GROUP S.A.
EDW EDP RENOVAVEIS SA
MONC MONCLER SPA
IBE IBERDROLA SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
VWS VESTAS WIND SYSTEMS
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
UN0 UNIPER SE
- Bruno Cavalier
- Louis Boujard
- CFA
- Philippe Ourpatian
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 09/09/2024
At the 15th edition of our Corporate Conference, hosted jointly by ODDO BHF and Commerzbank, the presenting corporates were still focused on the macroeconomic environment and the related impact on their sectors. Regionally, the US remains resilient at good levels, while China and Europe are lagging behind. Germany in particular is seen as sluggish. Hence, we observed a mixed picture across the 89 companies presenting at our conference. We were positively surprised by statements from a...
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
FORTUM FORTUM OYJ
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
EOAN E.ON SE
ELE ENDESA S.A.
ORSTED ORSTED
SAN SANOFI
VER VERBUND AG CLASS A
ENEL ENEL SPA
01913 PRADA S.P.A.
GAS NATURGY ENERGY GROUP S.A.
EDW EDP RENOVAVEIS SA
MONC MONCLER SPA
IBE IBERDROLA SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
VWS VESTAS WIND SYSTEMS
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
UN0 UNIPER SE
PUIG PUIG BRANDS
- Louis Boujard
- CFA
- Philippe Ourpatian
ODDO : Curtailments in Brazil, limited impact on Iberdrola, Enel and E...
>Recap of the announcement made by Votalia on 20 August - On 20 August, Voltalia announced that the Brazilian transmission network operator was imposing a sizeable curtailment on some parts of the network which will impact group 2024 EBITDA to the tune of € 40m, if these measures to reduce inflow continue over the next few months and if the group is not compensated financially. The curtailment on production volumes for Voltalia in the northeast portion of the network ...
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
FORTUM FORTUM OYJ
EOAN E.ON SE
ELE ENDESA S.A.
ORSTED ORSTED
VER VERBUND AG CLASS A
ENEL ENEL SPA
GAS NATURGY ENERGY GROUP S.A.
EDW EDP RENOVAVEIS SA
IBE IBERDROLA SA
VWS VESTAS WIND SYSTEMS
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
UN0 UNIPER SE
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